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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2051
Elevation Wealth Partners
California
$12.3K +$12.3K +26 New
FWA
2052
Flagship Wealth Advisors
Massachusetts
$12.3K +$12.3K +26 New
PP
2053
Pacifica Partners
Canada
$12.1K – – –
KFP
2054
Keener Financial Planning
Texas
$12K – – –
DPW
2055
DiNuzzo Private Wealth
Pennsylvania
$12K -$473 -1 -4%
AIM
2056
Access Investment Management
Georgia
$11.4K – – –
PIS
2057
POM Investment Strategies
North Carolina
$11.4K +$11.4K +24 New
PS
2058
Pinney & Scofield
Massachusetts
$10.9K – – –
PWA
2059
Principia Wealth Advisory
Texas
$10.4K +$1.42K +3 +16%
T
2060
Tidemark
California
$9.99K – – –
LFA
2061
LGT Financial Advisors
Texas
$9.97K – – –
TPBG
2062
Turning Point Benefit Group
Maryland
$9.8K +$9.94K +21 New
CWM
2063
Copia Wealth Management
Oregon
$9.5K – – –
HWM
2064
HighMark Wealth Management
Minnesota
$9.5K – – –
IWM
2065
IMG Wealth Management
Florida
$9.5K – – –
DF
2066
DecisionPoint Financial
Arizona
$9.34K – – –
BHWM
2067
Bay Harbor Wealth Management
Maryland
$9.03K -$61.5K -130 -87%
LAM
2068
Lummis Asset Management
Texas
$9.03K – – –
CIA
2069
Cape Investment Advisory
Georgia
$9.03K +$4.26K +9 +90%
GFWA
2070
Grey Fox Wealth Advisors
Delaware
$9.03K +$8.99K +19 New
GCM
2071
Gables Capital Management
Florida
$8.55K – – –
STB
2072
S&T Bank
Pennsylvania
$8.55K +$1.42K +3 +20%
PP
2073
PFS Partners
New Jersey
$8.1K – – –
FMTCOCP
2074
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –
RBC
2075
Roble Belko & Company
Pennsylvania
$8K +$7.58K +16 New
81 82
83
84 85